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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
IF
6101
Integrity Financial
Wyoming
$174M +$3.67M +2% 2.14% 66.3% 258 18.6% 2
Midwest Financial Group
6102
Midwest Financial Group
Kansas
$174M +$3.86M +2% 0.89% 103% 116 10.34% 1.4
FP
6103
Factorial Partners
New York
$174M +$336K +0.2% 1.9% 88.7% 79 17.72% 3.1
DVF
6104
Discovery Value Fund
Singapore
$174M -$20.5M -11% 12.3% 210% 5 20% 2.3
Pointe Capital Management
6105
Pointe Capital Management
Michigan
$174M +$2.69M +2% 1.69% 62.6% 166 7.83% 4.9
Ravenstone Capital Management
6106
Ravenstone Capital Management
$174M +$7.84M +5% 0.1% 63% 87 62.07% 1.1
HighMark Wealth Management
6107
HighMark Wealth Management
Minnesota
$174M -$8.76M -5% 3.4% 110% 632 15.03% 2.9
AllSquare Wealth Management
6108
AllSquare Wealth Management
New York
$174M -$2.13M -1% 0.25% 62.4% 551 3.81% 5.5
Galaxy Digital Capital Management
6109
Galaxy Digital Capital Management
New York
$174M – – 22.2% – 40 – 0
CMS
6110
Capital Market Strategies
Florida
$174M +$7.8M +5% 4.31% 120% 167 15.57% 1.5
Lynx Capital Group
6111
Lynx Capital Group
Ohio
$174M +$19.3M +13% 0.24% 65.6% 83 10.84% 0.9
XXIP
6112
Xiamen Xinweidachuang Investment Partnership
China
$173M -$19.3M -10% 6.47% 66.6% 1 0% 3
Yarger Wealth Strategies
6113
Yarger Wealth Strategies
Ohio
$173M -$7.36M -4% 1.93% 55.1% 99 14.14% 1.7
CH
6114
Cromwell Holdings
Wyoming
$173M +$17.7M +11% 2.79% – 635 6.61% 0.5
First Affirmative Financial Network
6115
First Affirmative Financial Network
Colorado
$173M -$9.42M -5% 0.13% – 299 15.05% 1.8
NED
6116
Nancy E. Dempze
$173M -$6.08M -3% 0.15% 83.1% 103 9.71% 3.6
Aspect Partners
6117
Aspect Partners
Virginia
$173M -$5.04M -3% 2.27% 66.7% 623 14.77% 0.8
BlackDiamond Wealth Management
6118
BlackDiamond Wealth Management
New York
$173M +$7.58M +5% 1.62% 70.8% 163 5.52% 1.6
Sphera Management Technology Funds
6119
Sphera Management Technology Funds
Israel
$173M – – 11.1% – 62 – 0
Values Added Financial
6120
Values Added Financial
District of Columbia
$173M +$14.2M +9% 1.54% 65.9% 118 13.56% 1.1
Beaumont Asset Management
6121
Beaumont Asset Management
Texas
$173M +$765K +0.4% 1.68% 73.1% 67 10.45% 3.1
SPI
6122
Sutton Place Investors
New York
$173M +$8.98M +5% 0.56% 84% 133 10.53% 1.4
AIM
6123
Athena Investment Management
California
$173M -$2.81M -2% 0.19% 80.6% 157 5.73% 2.4
Mainsail Financial Group
6124
Mainsail Financial Group
Washington
$173M +$4.11M +2% 0.03% 61.9% 51 5.88% 1.8
Darrow Company
6125
Darrow Company
Massachusetts
$172M +$446K +0.3% 1.3% 44.5% 51 7.84% 1.8